See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,476 | $104,251-43.9% | $91,001-35.7% | $147,584-60.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 16.99% | 27.06%-10.1pp | 4.60%+12.4pp | 578.55%-561.6pp |
| Employer contribution / active EE | $863 | $3,116-72.3% | $2,456-64.8% | $4,876-82.3% |
| Participant deferral / active EE | $3,916 | $4,195-6.7% | $3,547+10.4% | $5,439-28.0% |
| Admin fee / account holder | $1,840 | $8,948-79.4% | $5,417-66.0% | $10,885-83.1% |